Jerry Williams is a financial advisor at Merrill with over 21 years of industry experience. He holds a Series 66 designation and has worked at Merrill in various roles since 2005, with additional experience at Bank of America and Empower. Outside of his advisory work, he is involved in a logistics business providing trucking assets to an associate. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Svoboda Jr. is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. He has worked at several firms, including Guided Financial Advisors and The Modern Rose. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Karen Alimi is a financial advisor with Wells Fargo Advisors in Jacksonville, FL, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop individualized recommendations.

Micah Henson is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2008, progressing through various positions including Financial Consultant, Portfolio Specialist, and Retirement Solutions Representative. His experience encompasses client management and financial consulting. Micah holds insurance licenses in Arkansas and California. He focuses on understanding the priorities of his clients and their families to tailor financial planning that aligns with their specific goals. His approach aims to help clients feel confident about their financial picture. Outside of his professional work, Micah enjoys boating, fishing, fitness, football, golf, and skiing.

Ashley Will is a CFP®-designated financial advisor with three years of industry experience, currently working at Fidelity Investments in Jacksonville, FL. Prior to joining Fidelity, Ashley worked at Alpha Financial Partners from 2020 to 2023. Outside of finance, Ashley leads cycling classes weekly at Proof Fitness in Lexington, Kentucky. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI-driven methodologies.

Suzette Blasini is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, she worked as an independent realtor and as an educator with VIPKIDS. Outside of her advisory role, she serves as treasurer for Boy Scout Troop 389 and works as an independent contractor coordinating real estate transactions. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction for its model portfolios.

Derek Hoffman is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services LLC since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Philip Bowers is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America N.A. He is based in Jacksonville, Florida. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Taylor Westbrook is a Planning Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2024. In these roles, Taylor focuses on financial planning and education, aiming to tailor financial strategies to the unique objectives of each client. Taylor holds insurance licenses in Arkansas and California. This professional background supports a comprehensive approach to helping clients understand and manage their financial situations. Outside of work, Taylor has interests in baseball, fishing, football, golf, surfing, and traveling.

Laura Tate is a financial advisor with Merrill in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has been with Merrill Lynch since 2011. Outside of her advisory role, she owns Ruff House Retreat, LLC, a non-investment-related business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Palmeira Burnsworth is a Series 66-licensed advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2007, based in Jacksonville, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Knadle is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, manages multi-manager and fund-of-funds structures, and supports model portfolio delivery to intermediary platforms.

Wendi Orr is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Thrivent Investment Management in Jacksonville, FL. Prior to joining Thrivent, she held positions at Fidelity Investments and has a diverse work background including roles in child care and community organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account services through its WealthPlan platform, maintaining financial advisor-led plan development and periodic reviews.

Justin Harris is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Peyton Sayer is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Their work history includes multiple roles at Fidelity Investments and previous positions at the University of Georgia, Ben Epps Airport, Publix Supermarkets, and the University of North Georgia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Erin Mccarthy is a financial advisor with Ameriprise in Jacksonville, FL, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income stability and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data in its recommendations and maintains distinctive enrollment criteria based on investable assets.

Luke Nietz is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and with 10 years of industry experience. His work history includes roles at Raymond James and Associates, 3 Points Preservation, Carrington Holding Company, and TIAA-CREF prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of algorithmic and AI-driven research methods, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Alex Zellers is a financial advisor at Merrill with a Series 66 designation and two years of experience in the industry. Prior to joining Merrill, he worked at Carmax and held positions at the University of North Florida and Publix. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Furlong is a Series 66-licensed financial advisor with Merrill, based in Jacksonville, FL, and has 11 years of industry experience. He has been with Merrill and Bank of America since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Roma is a Financial Consultant at Fidelity Investments. He partners with individuals and families to develop financial plans aimed at enhancing their financial well-being. In his role at Fidelity, Daniel focuses on understanding clients' priorities to build customized strategies aligned with their goals and needs, and he monitors these plans to implement adjustments as necessary. Daniel's experience at Fidelity Investments spans several roles, including Planning Consultant from 2022 to 2025 and Workplace Planning Consultant from 2021 to 2022, before assuming his current position. He holds insurance licenses in Arkansas and California.